analyticsVertical SaaS
Data as of Q4 2025
Summary Verdict
NET: 3—ALRM: 2wins
Rule of 40
43.1NET
21.1ALRM
check_circleNET leads
Revenue Growth
29.9%NET
7.6%ALRM
check_circleNET leads
Gross Margin
75%NET
66%ALRM
check_circleNET leads
FCF Margin
13.3%NET
13.6%ALRM
check_circleALRM leads
Operating Margin
-9.6%NET
13.2%ALRM
check_circleALRM leads
NRR
—NET
—ALRM
Metric
Rule of 40Efficiency score
NET
43.1check_circle
ALRM
21.1
Revenue GrowthYoY
NET
29.9%check_circle
ALRM
7.6%
Gross Margin% of revenue
NET
75%check_circle
ALRM
66%
FCF MarginFree cash flow
NET
13.3%
ALRM
13.6%check_circle
Operating MarginGAAP
NET
-9.6%
ALRM
13.2%check_circle
NRRNet retention
NET
N/A
ALRM
N/A
EV / RevenueValuation multiple
NET
N/A
ALRM
N/A
Market CapUSD
NET
N/A
ALRM
N/A
ARR GrowthYoY
NET
N/A
ALRM
N/A
CAC PaybackMonths to recover
NET
N/A
ALRM
N/A
Advertisement
insights
Analysis
As of Q4 2025, Cloudflare, Inc. trades at N/A EV/Revenue versus Alarm.com Holdings, Inc. at N/A. On the Rule of 40, Cloudflare, Inc. scores 43.1 compared to Alarm.com Holdings, Inc.'s 21.1, placing Cloudflare, Inc. ahead in operating efficiency. Gross margins stand at Cloudflare, Inc. 75% vs Alarm.com Holdings, Inc. 66%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.